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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,722 | $53,128-74.2% | $86,582-84.2% | $70,126-80.4% |
| Participation rate | 48.0% | 65.3%-17.3pp | 73.5%-25.5pp | 69.5%-21.5pp |
| Annual return | 13.67% | 27.66%-14.0pp | 965.08%-951.4pp | 73.15%-59.5pp |
| Employer contribution / active EE | $444 | $2,068-78.5% | $2,839-84.4% | $2,343-81.1% |
| Participant deferral / active EE | $1,357 | $2,695-49.6% | $3,609-62.4% | $3,332-59.3% |
| Admin fee / account holder | $2,665 | $3,584-25.6% | $4,904-45.7% | $4,645-42.6% |